American Portfolios Advisors’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

American Portfolios Advisors’s Portfolio INFL Stock Details INFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$483K	Sell	17,353 -5,117	-23%	-$152K	0.02%	659
2022 Q2	$641K	Buy	22,470 +3,077	+16%	+$97.4K	0.03%	565
2022 Q1	$646K	Buy	19,393 +9,693	+100%	+$305K	0.02%	630
2021 Q4	$303K	Buy	9,700 +2,300	+31%	+$70.9K	0.01%	965
2021 Q3	$216K	Buy	7,400 +3,700	+100%	+$111K	0.01%	1078
2021 Q2	$111K	Buy	3,700 +3,300	+825%	+$97.2K	﹤0.01%	1368
2021 Q1	$10.8K	Buy	+400	New	+$10.4K	﹤0.01%	2345

Other funds holding INFL

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

GWANC

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

American Portfolios Advisors's INFL Position: Q3 2022 in Review

American Portfolios Advisors reduced its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 23% in Q3 2022, selling an estimated $152K and leaving 17,353 shares worth $483K. The position accounts for 0.02% of the portfolio, ranked #659.

American Portfolios Advisors first reported a position in INFL in Q1 2021 and has held it in 7 quarters since. The position peaked at $646K in Q1 2022. 152 funds tracked by Wall St. Rank hold INFL as of Q3 2022.

American Portfolios Advisors held 17,353 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $483K as of Q3 2022.
American Portfolios Advisors sold 5,117 Horizon Kinetics Inflation Beneficiaries ETF shares in Q3 2022, an estimated $152K.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #659 holding.
American Portfolios Advisors first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2021 and has held it in 7 quarters since.
American Portfolios Advisors's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $646K in Q1 2022.
152 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.